Finivi

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

1400 Computer Dr Ste 302, Westborough, M...

Phone Number

(508) 870-0440

Revenue

$10.8 Million

Industry

Finance Securities Trading Lending & Brokerage

About Finivi

Finivi Inc. is a fiduciary financial advisory firm based in Westborough, Massachusetts, specializing in comprehensive financial planning, investment management, retirement planning, and estate planning. With 25 years of experience, they serve a diverse clientele including business owners, healthcare professionals, and high-net-worth individuals, providing integrated services tailored to their financial needs. The firm emphasizes thoughtful planning and disciplined investing, ensuring clients receive coordinated advice across various financial aspects. Finivi's commitment to building long-term relationships and guiding clients through life's financial decisions sets them apart in the industry.Explore more
Finivi's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Finivi Org Chart

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Director, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Finivi

$10.8M
11-50
Private
<$5M
2001
JS
Jaclyn StickneyDirector, Client Services
$30M
51-200
Private
-
1997
MB
Mohan BhartiVice President, Information Technology
$8.7M
11-50
Private
-
1991
LP
Larissa PiterskyChief Financial Officer
<$5M
11-50
Private
-
2004
SG
Silvana GiusfrediClient Excellence Manager
<$5M
1-10
Private
-
-
TW
Timothy WeberChief Financial Officer
Illustration of an envelope

Finivi Tech Stack

A closer look at the technologies used by Finivi

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Frequently Asked Questions Regarding Finivi

What is Finivi's official website?
Finivi's official website is www.finivi.com
What is Finivi's Revenue?
Finivi's revenue is $10.8 Million
What is Finivi's SIC code?
Finivi's SIC: 62,628
What is Finivi's NAICS code?
Finivi's NAICS: 52,523
How many employees does Finivi have?
Finivi has 11-50 employees
What industry does Finivi belong to?
Finivi is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Finivi competition?
Finivi top competitors include: Sblr, US Fiduciary, Apex Capital Partners, GEPL Capital Pvt
What technology does Finivi use?
Some of the popular technologies that Finivi uses are: goo.gl, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Finivi?
Finivi contact info: Phone number: (508) 870-0440 Website: www.finivi.com
What does Finivi do?

Finivi Inc. is a fiduciary financial advisory firm based in Westborough, Massachusetts, specializing in comprehensive financial planning, investment management, retirement planning, and estate planning. With 25 years of experience, they serve a diverse clientele including business owners, healthcare professionals, and high-net-worth individuals, pr... oviding integrated services tailored to their financial needs. The firm emphasizes thoughtful planning and disciplined investing, ensuring clients receive coordinated advice across various financial aspects. Finivi's commitment to building long-term relationships and guiding clients through life's financial decisions sets them apart in the industry.Read More

What are Finivi social media links?
Finivi Linkedin page Finivi Twitter page Finivi Facebook page
Is Finivi a public company?
Finivi is private company therefore does not currently have an official ticker symbol
See more information about Finivi

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